Overview

Assets Under Management: $10.4 billion
Headquarters: IRVINE, CA
High-Net-Worth Clients: 17
Average Client Assets: $609 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.73
Average High-Net-Worth Client Assets: $609 million
Total Client Accounts: 4,813,137
Discretionary Accounts: 4,693,954
Non-Discretionary Accounts: 119,183

Regulatory Filings

CRD Number: 165926
Filing ID: 1976390
Last Filing Date: 2025-04-03 16:21:00
Website: https://acorns.com